In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

Learn how to:

✅ Structure trusts correctly within Quivr

✅ Assign accounts to the right household

✅ Automate key workflows for trust management

✅ Use tags and reporting for trust-specific insights

If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!